Know what your people are doing

See all interactions with your customers

Monitor performance of your sales people

Drive transparency in sales process

Deliver certainly numbers

Retain account continuity in staff churn

Single view of customer:

• Contact details

• Communications

• Documents

Manage a common set of parent child customer hierarchies

Integrated and data-driven

Retain account continuity in staff churn

Consistency of sales conversations

Digitisation of sales process

Integrate customer communications

Enable compliance obligations

Provide accurate visibility on sales performance

Monitor performance around new, modern metrics focused on outcomes

Have clarity into activity and results

Predict fiscal performance

I need to identify good vs bad behaviour to coac

Digitise the sales process

Understand what my people are doing

Demonstrate we have met our compliance obligations

Identify good vs bad behaviour to enable me to coach

Enable consistency in sales execution at each customer interaction

Simplify sales process

Ensure that messages from head office are getting through to the retail network

Provide consistent execution of behaviours across the network

Disbursing any compliance obligations

Provide a consistent, simple customer self-service model

Enable customer data to be easily accessible and consumed internally and externally

Manage ongoing investment in servicing customers

Close the loop and information flow between a marketing automation tool and our customer management platform

Provide customer insight and analysis across disparate set of unconnected data: interaction, opportunities, spend, segment, profile, contacts